BT FINANCIAL GROUP

Financial planning

BT Financial Group has completed its post-merger fund manager reshuffle, announcing changes to its manager line-up for the Australian equities, property and fixed interes...

Financial planning

BT Financial Group general manager of advice and private banking, Geoff Lloyd, has resigned after six years with the group....

Financial planning

The master relationship agreement between BT Investment Management and BT Financial Group has been extended to March 2015, although the investment manager’s exclusivity r...

People & Products

ING Australia has appointed Stewart Brentnall to the newly created role of chief investment officer....

Funds management

Scores of fund managers struck out on their own earlier this decade, leaving institutional homes to make their own fortunes in boutique companies. So why are many now jum...

Editorial

Bryan Ashenden explains the significance of last year's changes to superannuation's concessional contributions cap....

People & Products

Professional Investment Services is recruiting for a number of people to fill key compliance, research and product development functions within its head office....

People & Products

Darelle Jenkins has been appointed as national manager, AdviserNETgain, effective from February 8....

Editorial

Bryan Ashenden takes a look at the far-reaching impact the recommendations of the Ripoll Inquiry could have on the financial services industry....

Financial planning

BT Financial Group has used its submission to the second phase of the Cooper Review to argue for cost reductions at the same time as calling for equity on intra-fund advi...

Editorial

Bryan Ashenden considers transition to retirement strategies in a new contribution cap environment....

People & Products

To be succeeded by former Westpac New Zealand chief executive Brad Cooper, with Coombe taking up a group executive role in Westpac’s retail and banking business....

Financial planning

The tax office has signalled that the use of promissory notes in SMSFs will come under greater scrutiny, writes Bryan Ashenden....

Financial planning

While AXA’s North products have attracted significant inflows over the past 12 months, Mike Taylor writes that the platforms and wraps industry continues to be dominated ...

Superannuation

Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation cle...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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